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Our Process

There are Six Steps to the Financial Planning Process:

1. Establishing and defining the client-planner relationship

1. Establishing and defining the client-planner relationship

2. Gathering client data including goals

2. Gathering client data including goals

3. Analyzing and evaluating the client’s current financial status

3. Analyzing and evaluating the client’s current financial status

4. Developing and presenting recommendations and/or alternatives

4. Developing and presenting recommendations and/or alternatives

<span>5. Implementing the recommendations</span>

5. Implementing the recommendations

<span>6. Monitoring the recommendations</span>

6. Monitoring the recommendations

Take the First Step Today!

Our first priority is helping you take care of yourself and your family. Please give us a call or send us an email and we can evalutate your unique situation together. 

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